Freestone Capital Holdings’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Freestone Capital Holdings’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$622K	Sell	24,709 -12,536	-34%	-$316K	0.02%	340
2026 Q1	$941K	Sell	37,245 -15,282	-29%	-$390K	0.03%	241
2025 Q4	$1.34M	Buy	52,527 +8,422	+19%	+$216K	0.04%	207
2025 Q3	$1.13M	Buy	+44,105	New	+$1.12M	0.03%	232

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Freestone Capital Holdings's IBDX Position: Q2 2026 in Review

Freestone Capital Holdings reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 34% in Q2 2026, selling an estimated $316K and leaving 24,709 shares worth $622K. The position accounts for 0.02% of the portfolio, ranked #340.

Freestone Capital Holdings first reported a position in IBDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q4 2025. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Freestone Capital Holdings held 24,709 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $622K as of Q2 2026.
Freestone Capital Holdings sold 12,536 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $316K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #340 holding.
Freestone Capital Holdings first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
Freestone Capital Holdings's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $1.34M in Q4 2025.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.